Operations Support Associate (Hybrid)

MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients' success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.
Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain's Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going "Above and Beyond," so each client experiences the highest level of service.
We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!
POSITION SUMMARY:
The Specialist - Transaction Service is responsible for processing transactions relating to the purchase and sales of alternative investments and futures. This will require contact with both clients and fund sponsors in completing investment transactions and is instrumental in building and maintaining credibility and confidence in Millennium Trust. This person will act closely with other departments, including the Alternative Sales Group and Client Service Groups to resolve client requests and other inquiries.
ESSENTIAL JOB FUNCTIONS:

• Execute the placement of transactions for futures and alternative assets.
• Primary contact person for clients and investment sponsors as needed to complete transactions
• Supports and guides clients through the investment process consistent with IRS rules and regulations.
• Responds to client or sponsor inquiries on how to make an investment and/or the status of transactions in progress.
• Assists clients as needed with regard to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios.
• Performs other job-related duties as assigned.
• Serves as a backup Real Estate Specialist

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

• Highschool Dipolma or GED
• One to three years prior work experience in a financial services or real estate industry preferred.
• IRA knowledge and experience with alternative investments a plus.
• Strong attention to detail and ability to solve issues and multi-task while handling client requests.
• Excellent organizational skills.
• Strong computer aptitude with proficiency with Microsoft Outlook, Excel and Word.
• Strong working knowledge of investment transactions and/or experience with processing cash movements.
• Strong initiative and willingness to seek out additional work and/or responsibilities.
• Excellent verbal and written communication skills.
• Ability to maintain the highest quality of customer service.
• Demonstrate the ability to proactively analyze, problem-solve, and make quick sound decisions.
• Ability to work well with others.

Check out a video on our Company Culture! Millennium Trust Culture